SFMG Wealth Advisors’s NextEra Energy NEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
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|
2025
Q1 | $380K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $212K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $426K | Buy |
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|
2022
Q4 | $454K | Buy |
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|
2022
Q3 | $393K | Buy |
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|
2022
Q2 | $404K | Buy |
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|
2022
Q1 | $436K | Sell |
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|
2021
Q4 | $588K | Sell |
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|
2021
Q3 | $589K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $379K | Buy |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $224K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $644K | Hold |
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|
2019
Q3 | $620K | Hold |
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|
2019
Q2 | $556K | Hold |
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|
2019
Q1 | $514K | Hold |
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|
2018
Q4 | $462K | Hold |
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|
2018
Q3 | $447K | Hold |
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|
2018
Q2 | $444K | Hold |
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|
2018
Q1 | $434K | Hold |
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|
2017
Q4 | $415K | Sell |
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|
2017
Q3 | $393K | Hold |
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|
2017
Q2 | $375K | Buy |
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|
2017
Q1 | $341K | Hold |
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|
2016
Q4 | $318K | Hold |
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|
2016
Q3 | $325K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $208K | Buy |
|